NKE
5 tracked calls · 0 long · 5 short · last 90d: 0L/5S
first called by ThreadGuy 1mo ago
SHORT4d ago
“nike is about to lose 40 look at nike man what happened what happened to the game i loved brother look at this what happened cultural relevance of nike is just evaporated to zero”ThreadGuy
Nike's cultural relevance has completely evaporated, driving the stock to break below $40 as the former sneaker king bleeds market share to competitors.
NKESHORT@ $42.02
$40.94+2.57%
since call Jul 27
peak +2.6%
SHORT1mo ago
“Nike has been a turnaround story for 2 years that has not turned around... there is just no evidence that the turnaround is taking hold. Quite the opposite, actually.”The Real Eisman Playbook
Short Nike: the company has been pitched as a turnaround story for two years, but there is absolutely no evidence that the turnaround is actually taking hold.
NKESHORT@ $41.52
$40.94+1.38%
since call Jun 26
SHORT1mo ago
“Nike is no longer cool. They don't do anything well. They do everything, but they do nothing well.”ThreadGuy
Nike loses category after category to boutique brands, so revenue and margins compress and the multiple keeps derating.
NKESHORT@ $42.52
$40.94+3.72%
since call Jun 24
peak +3.7%
SHORT1mo ago
“They gave up some shelf space and the competition got much, much harder. … competitors seized on the opportunity”The Real Eisman Playbook · Michael Binetti
Nike turnaround taking far longer than hoped as DTC misstep let On, Hoka seize share
NKESHORT@ $42.63
$40.94+3.96%
since call Jun 22
peak +6.6%
SHORT1mo ago
“Nike's just dead, man.”ThreadGuy
Nike chart is dead with no support until 40 then 35, killed by niche competitors stealing every vertical
NKESHORT@ $45.09
$40.94+9.20%
since call Jun 17
peak +9.2%